Strategic Tax and Asset Protection Planning Guide

Jun 26, 2025

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Learn how to maximize value with expert strategies that minimize taxes and safeguard assets. This comprehensive guide by Bohm, Matsen, Kegel & Aguilera, LLP provides valuable insights for effective financial planning.

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Strategic Tax and Asset Protection Planning Guide

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Maximizing Value with Zero Tax and Asset Protection Planning Bohm, Matsen, Kegel & Aguilera, LLP

BUSINESS VALUATION AND MAXIMIZING COMPANY VALUE

IRS Definition of Company Value. A business is worth what a willing buyer will pay to a willing seller. Valuation Approaches. Rule of ThumbIRS Rulings-Excess Earnings/Treasury MethodAICPA Statement 2008. Common Features of all Methods. Must have an understanding of the business, including histor

765 views • 38 slides

Increasing Intangible Asset Value with Value Management and I-TRIZ

Increasing Intangible Asset Value with Value Management and I-TRIZ. By David C. Bonner, President & COO Peter P. Hanik, Senior Vice President Ideation International Incorporated. The Global Business Environment. Global Economic Growth 1991 – 2001 (Average Annual % Increase in Real GDP).

387 views • 24 slides

Asset Protection, Retirement Planning and Succession Planning and Superannuation Planning

Asset Protection. Be realistic about the risksDo not own assets personally:superannuation fund;family trust;investment company owned by a non-risk person such as a family trustspouse.Residential property a special caseInterest only? Capitalize the interest? Tax benefit may dominate the d

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Asset Protection

Introduction. Reasons to do Asset Protection What Asset Protection Is and Isn'tBasic Asset Protection Techniques. Reasons to do Asset Protection. We spend a lifetime saving our wealth; we need to protect itExplosion of lawsuitsLitigation playing field is not levelCost of defending lawsuits. Reasons to do Asset Protection: 1) Protecting our Wealth.

802 views • 41 slides

asset protection specialist

Those serious about asset protection, the Nevada Asset Protection Trust, Domestic Asset Protection Trust, or Nevada onshore trust, should be the main plan.

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Maximizing the Invoice With Value-Added Selling

Maximizing the Invoice With Value-Added Selling. Panelists : George Ghanem , CERP, Creative Events & Rentals/Taylor Rental, Fort Myers, Florida Heidi Whitcomb, CERP, Ventura Rental Party Center, Ventura, California Leslie Cole, CERP, Ducky-Bob’s Event Specialists, Carrollton , Texas.

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Maximizing the Value of Investments in Tax Administration

Maximizing the Value of Investments in Tax Administration. Terry Lutes Principal, M Group. Agenda. Goals of Tax Administration Modernization Obstacles to Success Policy, Business Process, and IT Components Keys to Success IT Modernization Models Background and Concepts of the SAP Solution.

340 views • 19 slides

ASSET PROTECTION

ASSET PROTECTION. ASSET PROTECTION. The Word Of God On This Subject. Psalms 51:6 A creditor always wants to be in position of authority. Therefore, they want as much information hidden from you as possible. Proverbs 3:13 Happy is the man that findeth wisdom.

622 views • 22 slides

Maximizing Tax Benefits and Credits for Persons With Disabilities

Maximizing Tax Benefits and Credits for Persons With Disabilities. The US Tax Code Provides Numerous Tax Benefits And Tax Credits Created For and/or That Contain Special Provisions For Persons With Disabilities. These Benefits And Credits Are Available To: Qualifying Taxpayers With Disabilities

342 views • 19 slides

Focus on Deferred Tax Asset Planning

Focus on Deferred Tax Asset Planning. Quick Refunds If You Recently Filed Form 1120, Did You Also File Form 1139 (Application for Tentative Refund) March 2009. Tax executives are spending more time analyzing deferred tax balances and the possible need for valuation allowances.

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Asset Protection Strategies

Asset Protection Strategies. Presented by:. Reasons For Considering Asset Protection Strategies. We live in a litigious society: lawsuits against professionals, business owners, executives and institutions have simply become a cost of doing business.

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Planning for Advanced Asset Protection

Planning for Advanced Asset Protection. Carl R. Waldman. Asset Protection. Build on Client’s existing estate planning to create additional asset protection planning Discuss advanced asset protection strategies How they work Levels of protection

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Asset Protection Basics

Asset Protection Basics. By Salvador C. Orofino of The Kleinfeld Law Firm www.kleinfeld.com. BUSINESS BASICS 101. In running any business, success is determined by focusing on the basics: Define your target market Analyze the competition Analyze your strengths and weaknesses

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Asset Protection (K.I.S.S.)

Asset Protection (K.I.S.S.). “A Fool And His Money Are Always Welcome”. By Rick Kahler, CCIM, CFP ™, GAA Kahler Financial Group. “Who Me, Worry? I’ve Got Insurance.”. Denied Claims Policy Limits Bankruptcy Lapsed Policy. “Well, Maybe I Should Worry.”.

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ASSET PROTECTION

ASSET PROTECTION. WORKPLACE VIOLENCE INSTRUCTIONAL GUIDELINES April White Area Manager AW2473@att.com 314-331-9801. TRAINING OBJECTIVES. TO GAIN AN UNDERSTANDING OF WORKPLACE VIOLENCE AND ITS IMPACT

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Asset Protection

At GWP we also work with a lot of internet entrepreneurs increasing their own asset protection plan. Asset protection is a type of planning intended to protect one’s assets from creditor claim. Visit us : http://www.globalwealthprotection.com/asset-protection-dispelling-the-myths/

156 views • 4 slides

Maximizing Value

Maximizing User Adoption with Hitachi ID Password Manager. See more at: http://hitachi-id.com/documents/

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Asset Protection With Estate Planning

Asset Protection With Estate Planning in Carlsbad

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Asset Protection Lawyer

You donu2019t have to try to handle your asset protection strategy on your own. Weu2019ve helped many people from New York and New Jersey with this type of effort, and we would be honored to help you as well. Whether you are just starting a business, graduating into a highly litigious profession, or entering retirement, we are here for you. Please contact us at 347-803-2478 to speak with one of our estate planning and asset protection specialists today. Getting married is an exciting and romantic time of your life. If you feel that prenuptial agreement may ruin that u201camouru201d status of your relationship, it may be possible to accomplish your marital planning using trusts. If your children are about to get married and you know that they will not listen to your advice of getting a prenuptial agreement (or they will listen to satisfy your demand but then they will nullify the agreement anyway), protect them and your family assets using trusts. If your children are about to graduate into litigious profession, protect them by creating a trust for them that will never be subject to any creditoru2019s claims. If your children are about to get married and you know that they will not listen to your advice of getting a prenuptial agreement (or they will listen to satisfy your demand but then they will nullify the agreement anyway), protect them and your family assets using trusts. If you children may be subject to harassment or influence by a cult or a sect, protect them by creating a trust for them that will never be reachable by any individuals or organizations who obtained fraudulent access to your childu2019s assets. If you believe that you child may be an alcoholic or a drug addict or a gambler, protect them by creating trust for them that will never be subject to any creditoru2019s claims.

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Asset Management And Protection

One industry whose members are the target of a considerable number of legal actions is the healthcare industry, physicians and surgeons in particular. While it is a fact that medical professionals are still human and do make mistakes, it is also true that many claims brought forward are borderline at best. All professionals in the healthcare industry understand their need for errors and omission insurance protection, but this does not protect personal assets. The best option for asset protection is usually establishing a revocable living trust that transfers excess personal wealth under ownership of a separate financial entity. The only damages available in a legal action will then be limited to insurance policy protection. This is a legal step that should also be part of an overall estate management plan that could include other financial instruments as well. Business owners and employers commonly amass significant wealth when their businesses are highly successful. The problem for these individuals is often protecting assets from business associates, employees, and government agencies that all could present a legal challenge over any particular issue. Once again, most employers are protected from most lawsuits stemming from workplace injuries, but that is not always the case when a plaintiff attorney can prove negligence in a court hearing. This possibility could also result in punitive damage awards in the wrong situation. Having your personal assets protected through a comprehensive estate plan can make personal assets unavailable for legal attachment when major financial liabilities could occur.

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Brad Galbraith for Asset protection planning

Brad Galbraith Naples Florida help you understand the entire process of Asset protection planning so that you are better acquainted to take decisions. Brad Galbraith provides you with the solutions that suit you and your company to protect your property. Protecting your wealth is must before it's too late. To know more, visit the website https://galbraith.law/

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REDUCE TAX WITH PROPERTY ASSET PLANNING

Weu2019re passionate about helping everyday South Australiansu2019 reduce their income tax through property investment strategies. We will then pinpoint and identify the right properties for you to invest in to reduce tax. Now it is up to you to make an educated choice on which property to purchase. However, we will still be there to assist you in attaining the most out of your investment.

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